Hartford Municipal Opportunities ETF
HMOP
78 hedge funds and large institutions have $377M invested in Hartford Municipal Opportunities ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 37 increasing their positions, 25 reducing their positions, and 4 closing their positions.
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
48% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 25
9% more capital invested
Capital invested by funds: $346M → $377M (+$30.8M)
3% more funds holding
Funds holding: 76 → 78 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.41% less ownership
Funds ownership: 81.77% → 81.36% (-0.41%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$13.6M |
| 2 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$13.2M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$5.87M |
| 4 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
+$4.61M |
| 5 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
+$3.34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$15.4M |
| 2 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$748K |
| 3 |
LPL Financial
San Diego,
California
|
-$747K |
| 4 |
SW
Simplicity Wealth
Summit,
New Jersey
|
-$456K |
| 5 |
WMA
West Michigan Advisors
Holland,
Michigan
|
-$449K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Morgan Stanley
New York
| $7.79K | – | – | – |
|
|
TRCT
77
Tower Research Capital (TRC)
New York
| $197 | – | – | – |
|
78
Wells Fargo
San Francisco,
California
| $32 | – | – | – |
|
|
SW
79
Simplicity Wealth
Summit,
New Jersey
| – | -$456K | -11,771 | Closed |
|
|
OFS
80
OneAscent Financial Services
Birmingham,
Alabama
| – | -$234K | -6,041 | Closed |
|
81
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$74.5K | -1,917 | Closed |
|
82
Fidelity Investments
Boston,
Massachusetts
| – | -$39 | -1 | Closed |
|
HMOP Hedge Fund Activity: Q3 2024 in Review
78 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Hartford Municipal Opportunities ETF (HMOP) for Q3 2024, worth a combined $377M — up 8.9% from $346M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new HMOP positions and 4 closed out — a net gain of 4 holders — while 37 added to existing stakes and 25 trimmed.
The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $13.6M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $15.4M.
- 78 institutional investors held Hartford Municipal Opportunities ETF (HMOP) as of Q3 2024, up from 76 in Q2 2024.
- Funds reported $377M of Hartford Municipal Opportunities ETF stock for Q3 2024, up 8.9% quarter-over-quarter.
- 8 funds opened new Hartford Municipal Opportunities ETF positions in Q3 2024 and 4 closed out, a net change of +4 holders.
- The largest Hartford Municipal Opportunities ETF buyer in Q3 2024 was Focus Partners Wealth, an estimated $13.6M added.
- The largest Hartford Municipal Opportunities ETF seller in Q3 2024 was Raymond James Financial Services Advisors, an estimated $15.4M sold.
Based on aggregated 13F filings for Q3 2024.